Use the Licensing register to ensure staff, supplier and contractor licences and credentials are checked and related evidence is uploaded.
Workflow
The Stage Navigation Bar displays the workflow stages that the licensing check will follow once scheduled.
- Licensing details - In this stage describe the scope of the licence, define the instructions, link related contracts and other documentation, and assign who will complete and close the licensing check. These details only need to be set once as the information is automatically copied to the next occurrence of the check in the schedule. Note: all licensing checks assigned to a user or business contact, will automatically be halted by LogiqcQMS when the user's profile / business contact's profile is made 'inactive'.
- Action stage - In this stage the Action officer completes the licensing check. Progress notes can also be made and records can be attached.
- Close stage - In this stage the Approval officer will close the licensing check or delegate further action if required.
Licensing register tabs
When you navigate to the Licensing register the following tabs are displayed:
| In progress | Displays licensing checks currently in progress and assigned to a user. |
| Closed | Displays all current, closed and future licensing checks including those which have been skipped. |
| All | Displays current, closed and future licensing checks which are scheduled but not yet due to be assigned to a user. |
| Audit schedule | Displays your organisation's current licensing checks program. |
| Draft | Displays draft licensing checks which can be saved prior to being assigned and scheduled. |
Licensing register columns
Use the Edit columns button to chose which columns to display in your view. Some columns are not available in all tabs. Here is a list of available columns across all tabs:
| Action Officer | The person conducting the licensing check |
| Action history | A chronological record of all the instructions and actions that have been recorded at each stage of the workflow up until now. |
| Approver | The person who will approve and close off the licensing check. |
| Assigned to | Who the licensing check is currently assigned to. |
| Business area | Business area that relates to the licensing check. This is the secondary business area that sits under the Primary Business area. Example: Governance/Clinical Governance. |
| Closed by | The person who approved and closed the licensing check. (Appears in the Closed and All tabs) |
| Credential holder | Name of the user credential holder. |
| Credential holder type | Logiqc user or a Business contact. |
| Date Added | The date the draft licensing check was added. (Appears in 'Draft' tab) |
| Date modified | The date the draft licensing check was last modified (Appears in 'Draft' tab) |
| Date closed | The date the Licensing check was approved and closed. (Appears in the 'Closed', 'Audit schedule' and 'All' tabs) |
| Description of qualification received | A description of the licensing check completed. Added by the Action officer in the Action stage. |
| Due date | The licensing check approval due date |
| Frequency | The frequency of the licensing check as programmed in the schedule, i.e. every 6 months. |
| ID# | Logiqc ID number of the licensing check. |
| Instructions | Licensing check instructions the action officer must follow to complete the check |
| Licensing type | Description of the licensing check i.e. Drivers licence, AHPRA registration. |
| Licensing/Registration number | Field for adding the licence number |
| Meeting | The Logiqc meeting the licensing check relates to. |
| Primary business area | The Primary business area that relates to the licensing check. This sits above Business area which is the secondary business area. For example: Governance/Clinical Governance. |
| Related items | Other register items linked to the licensing check. Example: Improvement |
| Series | The current series of the licensing check. For example: October 2023 |
| Stage | The current workflow stage of the licensing check. |
| Start date | The scheduled start date of the licensing check. This is the action task. |
| Status | Audit status - Upcoming, Due this week, Overdue |
| Viewing permission/teams | Access control - Which assigned teams can see it |
| Viewing permission/users | Access control - Which additional users (outside the assigned teams) can see it |
Learn more about editing your register columns view.
Tip: When you export a list, the export will only include the columns you have chosen to display in your your view.
Licensing details form tabs
The licensing details form comprises two tabs:
| Description | Contains the details and schedule of the licensing check. For a full description of the details form and programming a schedule, click on the following article: Schedule a licensing check |
| Series | Displays all the licensing checks in the series as per the schedule. (see Form series component description below) |
Series tab
All the Licensing checks of the series are listed including closed, current and the next upcoming checks not yet assigned. The list also shows any records attached to the licensing check.
Tip: The Series tab is a valuable tool for quickly assessing an licensing schedule. It provides a comprehensive overview of completed licensing checks, the current status of open tasks, and the upcoming licensing check in the series. By utilising this tab, you can identify overdue licensing checks and be sure that you are working on the correct task in the series.
Licensing Schedule
This component enables you to schedule the licensing check and set the frequency. You can program once off Licensing checks or program an series of checks with a recurring schedule.
Closing and skipping a Licensing check.
The Schedule component also allows you to close the current licensing check task and skip to the next in the series. This is useful if a check has been missed and the next check in the series has been generated. Learn more.
You can also choose to close and halt the licensing schedule which will close the current licensing check and prevent future tasks in the series being generated. Note: If other licensing check tasks in the series have been generated, they will need to be closed off. Learn more.
Next steps: To learn how to schedule a licensing check, click on the following article: Schedule a licensing check